Institution Flow — Overview
Institution Flow — Overview
Flow type: Institution · Project type: Assessment Funnel
This guide documents the B2B Institution flow. It spans two products: the StudyHQ Portal (where your team works) and Bixa, the student app (where students take the assessment and view their results).
The Institution flow lets a college or coaching institute run a structured assessment funnel: invite students, have them take a career-fit assessment, and convert assessed students into enrolments — with your team guiding each student along the way.
Each funnel project runs one assessment type: course recommendation (Grades 11–12 — which courses fit) or stream selection (Grades 8–10 — which stream fits). The whole project — the add-student form, the dashboard, and the enrolment decision — follows that mode.
The two products
Where your team works: set up the funnel project, add students, send assessment links, track the funnel, and manage each student’s case.
The student app, where students take the timed assessment and view their career report — branded with the institution’s own logo.
Key concepts
The institution itself — its Type is Institution.
A funnel run inside the org — its type is Assessment Funnel.
A person added to the project who takes the assessment.
The working record for one student — what your team manages.
The timed test, taken in Bixa — course recommendation (Grades 11–12) or stream selection (Grades 8–10), one per project.
The result generated once the assessment is complete.
Your subscription — what it grants (assessment type, enrolment) is what the project can do.
The currency of your plan — each assessment draws on your balance.
The funnel’s conversion outcome — recording decisions is granted by your plan.
Roles
Organisation Admin
Project Admin
Member
Partner
org_admin — sees everything in the organisation. Can create and
manage projects, edit organisation settings, manage the team, and handle
billing. Full access.
Admins and members see project-wide totals; a partner sees only the students they added. This applies consistently across dashboards, lists, and the project cards on the organisations page.
The funnel stages
Each student moves through these stages inside a funnel project:
The project cards on the organisations page summarise this as Leads · Assessed · Enrolled.
End-to-end at a glance
Add a student & send the link
Portal · team — add the student and turn on Send assessment link to email them a secure, personalised link. Their case opens at Invited.
Student takes the assessment
Bixa — the student opens the link and completes the timed assessment. Their stage moves Invited → Assessing.
Career report is generated
Bixa — on completion the student receives their career report, and their stage becomes Assessed.
Add students whenever you like — the funnel and the project-card stats update live as each one moves from Invited to Enrolled.
Browse the guide
For your team — the Portal
Sign in, organisations, add an org & project.
Branding, roles & invites, plans & credits.
Time limit, student form, workflow, courses.
Funnel metrics and trends.
Add students, send links, record enrolment.
Track every student to enrolment.
For students — Bixa
The assessment link & email-code sign-in.
The three-step journey.
Start screen, timer, pause & resume.
Strengths, course fits, careers.
Support
For onboarding or questions about the Institution flow, contact the StudyHQ team at support@studyhq.com.